# Setup Custom Fields for Accounts Master

YouTube: [How to Configure and Enable Custom fields In Account master setup?](https://www.youtube.com/watch?v=YqQtMIm7Ffs)

## How to Configure and Enable Custom fields In Account master setup?

This tutorial explains how to create, enable, and use custom fields in the Account Master for capturing additional account-related information in Logic ERP.

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### **Access to Custom Field Setup**

* Navigate to **Setup Module** and **Setup Accounts**
* Open **Setup Custom Fields in Account Master**

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### **Define Custom Field Properties**

* Specify a name to begin creating custom fields.

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2F2H0NybKH0gwjJrEJo2YL%2FFiels%20Name.png?alt=media&#x26;token=ff0affcb-891c-492e-bd17-d0345b241eb0" alt=""><figcaption></figcaption></figure>

* In **Column Type**, press **Space Key** and select:
  * Text
  * Numeric
  * Date
  * Boolean
  * User Defined

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2F4wDo8egO2vAnhrDIH1Uj%2FCustomer%20Fields.png?alt=media&#x26;token=e454c161-86c8-4c7b-9039-6cfe2005bf19" alt=""><figcaption></figcaption></figure>

* Set **Required Field**:
  * **Yes** → Mandatory field
  * **No** → Optional field

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2FrC21l91yH3WJ9p6QQMS2%2FRequired.png?alt=media&#x26;token=ca089536-10e1-4684-b622-08324b9c3795" alt=""><figcaption></figcaption></figure>

* Set **Visible Option**:
  * **Yes** → Visible during account creation
  * **No** → Hidden from view

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2F4LDGoOpw4LFJQwcAfKnb%2FIs%20Visible.png?alt=media&#x26;token=0d2e47d2-53f3-49b7-adbc-304e20fb76c9" alt=""><figcaption></figcaption></figure>

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### **Set Default Values (For User Defined Fields)**

* Example Custom Fields:
  * Alternate Email
  * Account Creation Date
  * Business Type
* If **Column Type = User Defined**:
  * Enter values in the **Default Value** column
  * These values will appear as a **dropdown list**

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2F88hLGJFw6KIzS0X4SfRd%2FDefault%20Value.png?alt=media&#x26;token=2838e091-3440-41ee-971c-98e1a933eece" alt=""><figcaption></figcaption></figure>

* Click to **Save.**

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### **Arrange Field Display Order**

* Use the **Set Order** option
* Rearrange fields using **Arrow Keys**

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2Fbe8Yte9mBMi8eApKCxqd%2FSet%20Ortder.png?alt=media&#x26;token=01e280b8-9018-4c9a-a36c-27269e0c420f" alt=""><figcaption></figcaption></figure>

* Save the sequence.

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### **Enable Custom Fields in New Account Window**

* Go to **Setup → New Account**
* Press **F5** to open **Column Locks**
* Search **Custom Fields**
* Tick to **Unlock** the option

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2FDiwdjuLcztg5AinYxbUj%2FCustomer%20Field%20-%20Column%20Lock.png?alt=media&#x26;token=a4f04c96-bec1-4584-8b35-6254b72e1724" alt=""><figcaption></figcaption></figure>

* Save the changes.

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### **Create New Account with Custom Fields**

* Create a **New Supplier or Customer Account.**
* Click on **User Defined Columns.**

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2F6Ik0sy3Rq5okyqB374Rv%2FUser%20Defined%20Fields.png?alt=media&#x26;token=fca61f93-1b71-4e8c-822b-9133e29a82c9" alt=""><figcaption></figcaption></figure>

* Enter values in all required custom fields.
* Complete remaining account details.

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2FpoaUe9A4Ib8y0aGvuKCI%2FUser%20Defined%20Fields%20-%20Name.png?alt=media&#x26;token=a1053e49-f9a5-4abd-a2ca-3d26875133bc" alt=""><figcaption></figcaption></figure>

* **Save** the changes.

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### **View Custom Fields in Reports**

* Navigate to **Financial Reports → Supplier/Customer Directory.**
* Open **Configuration → Other Options.**
* Select required **Custom Columns.**

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2F2BVTDochX84uxgvixyD6%2FConfiguration.png?alt=media&#x26;token=a30373c9-3df2-4659-8a18-b2301991a98a" alt=""><figcaption></figcaption></figure>

* Generate the report.

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### **Enable Columns in Report View**

* Open **Setup Column Attributes.**
* Search for **Custom Field Columns.**
* Tick to **Enable.**

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2F06paiUE12EKniqEqUrvM%2FSet%20Column%20Attributr.png?alt=media&#x26;token=e5155b7c-109e-47d9-88d1-01c7b27b9438" alt=""><figcaption></figcaption></figure>

* Save and **Refresh Report**

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2FgeUlDLr0qwSDtMls4Dpp%2FReport.png?alt=media&#x26;token=b48fd1b8-7606-4b56-9693-ff6081671fee" alt=""><figcaption></figcaption></figure>

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### **Conclusion**

Custom Fields in Logic ERP allow you to capture additional and business-specific account details efficiently. By properly configuring field types, visibility, default values, and report settings, you can fully customize your account master and enhance reporting accuracy. This feature ensures better data control, improved record management, and flexible business documentation.